Connect Zoho Books and Workato to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Invoice
New Updated Sales Invoice
Choose an Action
Automatically do this!
- Request a new Action for Workato
Enable Integrations or automations with these events of Zoho Books and Workato
Enable Integrations or automations with these events of Zoho Books and Workato
Triggers
New Sales Invoice
Triggers when a new sales invoice is created.
New Updated Sales Invoice
Triggers when a sales invoice is updated.
Actions
Create Invoice
Creates a new invoice for a selected customer.
Create Customer
Creates a new customer.
Find Invoice
Finds an existing Invoice.
Create Item
Creates a new item.
Create Estimate
Generates a new estimate for a customer or lead.
Get all Invoices
Get a list of all invoices.
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Frequently Asked Questions
To start, connect both your Zoho Books and Workato accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Books triggers actions in Workato (or vice versa).
Absolutely. You can customize how Zoho Books data is recorded in Workato. This includes choosing which data fields go into which fields of Workato, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Books and Workato typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Books and Workato. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn MoreAbout Workato
Workato is a leading integration and automation platform that enables businesses to connect their applications and automate workflows seamlessly. It empowers users to create powerful integrations without the need for extensive coding, making it accessible for both technical and non-technical users. With Workato, organizations can streamline their operations, enhance productivity, and drive innovation by automating repetitive tasks and processes.
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